Director
Shane is a CPA and a Director in the Outsourced Accounting Services (OAS) practice, where he helps businesses streamline financial operations, strengthen internal controls, and scale with confidence. With a career span of public accounting and nearly a decade in executive‑level private industry leadership, Shane brings a rare operator’s perspective to every engagement.
He held the role of Controller and later EVP of a privately held finance company, overseeing enterprise‑wide financial reporting, banking relationships, operational performance, and cash‑flow planning. His work included advising the executive team through critical business decisions and organizational growth initiatives, giving him firsthand insight into the day‑to‑day realities and operational business challenges leaders face.
He works directly with owners and leadership teams to transform complex financial data into clear, actionable intelligence. His clients range from early‑stage startups to multi‑entity enterprises across professional services, healthcare, financial services, real estate, and entertainment. His technical expertise includes financial statement modeling, M&A accounting, software conversions, and internal controls frameworks.
In addition to his ongoing operational support, Shane advises clients navigating major transaction events, providing technical accounting guidance and sell‑side due diligence for mergers, acquisitions, and divestitures.
